CAS IT Services – features

Smart address managementAutomated processes for address maintenance make work easier for everyone in your company. You can move addresses with drag and drop, check with just one click if addresses are correct and duplicates have been created. Synchronize your addresses with current reference databases and enhance them with data relevant for decision making processes. The address mask can be customized depending on the content and ergonomic requirements.

Customer dossierThe customer dossier is at the heart of every professional consultation. Within seconds, you will be able to see all appointments, tasks, call notes, service contracts, product uses, correspondence, opportunities, support requests, bills and projects – all information about your customer is displayed in a well-structured manner and is sorted chronologically.

Efficient sales processesKeep track of your business opportunities to make the most of potential sales. With opportunities, you can manage leads: from the initial contact to the closure of the sale. The automatic notification and action service keeps you informed about events like birthdays, changed appointments or escalations. Not only that but you can also create forecasts and reports on sales potential at the touch of a button.

Interdepartmental collaborationCAS IT Services ensures that all employees have access to the same central database. This makes it easy to schedule appointments, manage tasks and documents, and work together in projects. Support cases are easily solved as employees are well informed and are able to answer questions in a competent manner.

Precisely targeted marketing campaignsMulti-phase campaigns are easily planned and implemented. You can, for example, filter by customers that have service agreements and make the most of cross selling potential. With this solution all your customers' responses are automatically stored and you can forward leads directly to the sales department and generate turnover figures. The smart analysis feature enables you to find out instantly how effective a campaign was.

Planning and managing projectsBenefit from an effective system for planning and controlling your projects. All this means you can plan and structure your projects precisely. Include risks, phases, milestones and targets, tasks, resources, budgets, costs and times right from the start. The project status, ad-hoc analyses and an early warning system allow you to keep your projects well on track at all times.

Planning and managing projectsBenefit from an effective system for planning and controlling your projects. All this means you can plan and structure your projects precisely. Include risks, phases, milestones and targets, tasks, resources, budgets, costs and times right from the start. The project status, ad-hoc analyses and an early warning system allow you to keep your projects well on track at all times.

Project controllingAssigning working hours to projects is the foundation of effective project management accounting. CAS IT Services has a smart time recording feature – both for customers and for projects – which records, for example, hourly rates, estimate-to-complete figures, the time remaining, the budget, and material and external costs.

Project dashboards for a better viewProject dashboards allow you to always see the latest information about your projects at a glance. Analyses can be easily created, be it for one single or more projects. Daily updated status reports are the basis for project bills that are created with just one click using an ERP add-in.

Helpdesk for maximum efficiencyService requests are organized transparently: A trouble ticket system records error reports, controls who is processing the task, informs the sales department and allows customers to keep track of their error reports on the Internet. Automatic recording of the processing time and the resources used allow you to remain in full control of your costs. Create analyses for departments or individual customers with just one click. In this way, you are always informed about your customer's service entitlements.

Knowledge database and online supportMake use of knowledge gained over the years. All successfully processed service requests are collected in one central knowledge database and can be quickly retrieved. The FAQ database saves frequently asked questions and makes them available for customers via a Web client, enhanced with additional information, such as diagrams or illustrated instructions. Your hotline staff's day-to-day work is made considerably easier.

Access data at any time and from anywhereNo matter whether your company has offices in different locations, your employees work from home, or members of your sales team need to access data from their smartphones or laptops while on the road ‒ all your staff will always have instant access to up-to-date data: via replication or the Internet. Your employees are always well informed.